- Discussing bearish outlooks on US vs Swiss treasuries and tactical preference for Swiss bonds, gold, pension funds and tax
- The rise and fall of crypto and digital assets
- Examining the rise in sustainability-related investments in Switzerland
- Evaluating the role of alternative data in assessing the latest investment approaches against a backdrop of volatility and uncertainty
- Reinforcing significance of long-term value creation in investment strategies
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
- Trusts licenses and foundations with clients
- The evolving role of Family Offices in Switzerland
- Neobanks vs Traditional Private Banks
- Strategic initiatives to plan and prepare for clients
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
- Serving Next-Gen Clients: Beyond Digital and Personalization
- Creating a Client Service Framework: From Reactive to Proactive
- The Great Wealth Transfer: Navigating Intergenerational Dynamics
- Attracting New Clients: Beyond Traditional Referrals
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
